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Financial Planning / Tax Strategies


Subject:  Re: RMD for decedent Date:  12/20/2012  4:29 PM
Author:  TMFPMarti Number:  117181 of 127613

I was concerned that the full amount wouldn't roll over and I would have to deal with that as income.

In a worst case scenario a beneficiary must withdraw the entire amount within 5 years after the year of death. It can go much longer than that.

See Pub 590.

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